April 26, 2017 Chicago | July 11, 2017 Boston | Nov. 9, 2017 San Francisco | The Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

6 ways to get more client referrals

6. Make it about more than business

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A study by Julie Littlechild of Advisor Impact found that 100% of client referrals came from clients who believe they have a personal relationship with their adviser. Talking about a client's personal goals is a great way to begin a more intimate working relationship.